LexisNexis®
University

Incentive Equity for Public and Private Companies 2025

Content Provider
American Law Institute CLE
Product
CLE
Run Time
61 Minutes
Recording Date
07/30/2025
Presenter(s)
Gina Hancock, Alli Balick
Learning Method
On-Demand Training
Practice Area
Labor and Employment
Persona
CLE OnDemand

Price $219.00

Add To CartCheckout

Description

Equity compensation has become a vital tool for attracting, motivating, and retaining talent in both public and private companies. For lawyers advising corporate clients, understanding how various equity awards work, including stock options, RSUs, profits interests, phantom units, and rollover equity, is crucial. Whether you advise public corporations or privately held partnerships and LLCs, you need a strong understanding of equity compensation structures commonly used by these entities. This program is designed to equip attorneys with practical knowledge of equity compensation structures, tax implications, plan design, and legal compliance considerations across the business lifecycle. The program will address: - Purposes and taxation of stock options, profits interests, RSUs, and other award types - Structuring vesting schedules and repurchase rights - Equity plan approval processes in public vs. private companies - Legal considerations in M&A treatment of equity awards - Section 83(b) elections, capital gains treatment, and common tax traps - Use of inducement awards under NYSE/Nasdaq rules - Best practices for drafting and maintaining equity award agreements - Key distinctions in designing plans for flow-through entities versus corporations This program is essential for any attorney working with companies that issue equity compensation.

Literature

State Status Total Credits Type Of Credit Approved Thru
AlabamaApproved1.00General12/31/2025
AlaskaApproved1.00GeneralOn-going
ArizonaApproved1.00GeneralOn-going
ArkansasApproved1.00GeneralOn-going
CaliforniaApproved1.00Participatory07/30/2030
ColoradoPending State Response0.00
ConnecticutApproved1.00GeneralOn-going
DelawareApproved1.00General07/29/2027
HawaiiApproved1.00General07/30/2027
IdahoPending State Response0.00
IllinoisApproved1.00General09/30/2027
IowaApproved1.00General07/29/2026
KansasApproved1.00General09/30/2026
KentuckyApproved1.00General06/30/2026
LouisianaApproved1.02General09/30/2026
MinnesotaApproved1.00General07/29/2027
MississippiApproved1.00General07/31/2026
MissouriApproved1.20GeneralOn-going
MontanaApproved1.00General07/30/2028
NebraskaPending State Response0.00
New HampshireApproved1.00General07/29/2028
New JerseyApproved1.00GeneralOn-going
New MexicoApproved1.00General07/29/2030
New YorkApproved1.00SkillsOn-going
North CarolinaApproved1.00General02/28/2026
North DakotaApproved1.00General07/30/2028
OklahomaPending State Response0.00
OregonApproved1.00General07/30/2028
PennsylvaniaApproved1.00General09/30/2027
Puerto RicoPending State Response0.00
Rhode IslandApproved1.00General06/30/2026
TennesseeApproved1.02General09/30/2026
TexasApproved1.00General09/30/2026
UtahApproved1.00General12/31/2025
VermontApproved1.00GeneralOn-going
VirginiaPending State Response0.00
WashingtonApproved1.00General07/29/2030
West VirginiaApproved1.22GeneralOn-going
WisconsinApproved1.00GeneralOn-going
WyomingApproved1.00General09/30/2026

Speakers